See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,571 | $150,440-18.5% | $136,294-10.1% | $147,584-16.9% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 10.30% | 1049.08%-1038.8pp | 5155.94%-5145.6pp | 578.55%-568.2pp |
| Employer contribution / active EE | $6,094 | $5,256+15.9% | $4,695+29.8% | $4,876+25.0% |
| Participant deferral / active EE | $10,319 | $6,630+55.6% | $6,247+65.2% | $5,439+89.7% |
| Admin fee / account holder | $1,818 | $10,905-83.3% | $9,243-80.3% | $10,885-83.3% |